+121,410.5%
AAPL vs VZ
+1,018.0%
+120,392.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -2.7% | +0.2% | -3.0% | -2.8% |
| 30D | +1.0% | +7.1% | -6.1% | -1.2% |
| 3M | +5.0% | +12.8% | -7.9% | +0.6% |
| 6M | +23.0% | +1.8% | +21.2% | +21.7% |
| YTD | +16.6% | +30.0% | -13.4% | +6.0% |
| 1Y | +33.4% | +24.3% | +9.1% | +22.8% |
| 3Y | +79.9% | +84.3% | -4.4% | +42.4% |
| 5Y | +109.0% | +25.9% | +83.1% | +86.4% |
| 10Y | +1,210.4% | +61.1% | +1,149.4% | +962.6% |
| All | +121,410.5% | +1,018.0% | +120,392.5% | +50,467.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling